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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,589 | $36,948+126.2% | $73,658+13.5% | $87,485-4.5% |
| Participation rate | 29.7% | 46.8%-17.1pp | 57.0%-27.3pp | 68.9%-39.2pp |
| Annual return | 7.74% | 28.64%-20.9pp | 29.72%-22.0pp | 26.06%-18.3pp |
| Employer contribution / active EE | $295 | $670-56.0% | $1,032-71.4% | $2,596-88.6% |
| Participant deferral / active EE | $328 | $1,379-76.2% | $2,062-84.1% | $4,274-92.3% |
| Admin fee / account holder | $3,776 | $2,531+49.2% | $3,357+12.5% | $7,775-51.4% |